Recent Discussions

Discussion List

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  UPDATED 9/15/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error

  Announcement Coach Natalie 546 views 1 comment 0 points Most recent by Coach Natalie September 15Current Online Banking Issues
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  ONGOING 9/15/26: Comerica Bank returns an FDP-106 error

  Coach Kristina 108 views 2 comments 0 points Most recent by Coach Natalie September 15Current Online Banking Issues
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  Osaic and Equipt

  Active jimsug 673 views 39 comments 22 points Most recent by dvvndrls September 15Report Missing Financial Institution or Biller
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  America First Credit Union connection not working

  MadRabbit22 83 views 5 comments 0 points Most recent by MadRabbit22 September 14Adding and Updating Accounts
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  Balance Sheet Historical data CRITICAL

  teri651 29 views 1 comment 0 points Most recent by Coach Natalie September 14Feedback
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  Bank of America - Health Accounts FDP-192 error (edited)

  Snipes 380 views 20 comments 1 point Most recent by Coach Natalie September 14Adding and Updating Accounts
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  My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly (edited)

  juddmd31 119 views 8 comments 0 points Most recent by RobI September 14Adding and Updating Accounts
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  Coinbase crypto holdings not reporting properly (edited)

  Snipes 51 views 4 comments 0 points Most recent by Snipes September 14Adding and Updating Accounts
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  Raymond James cost basis stopped syncing on one Simplifi account

  ExtraGloves 34 views 3 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 177 views 19 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts
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  Dead Man Switch

  Active NavyGolf 29 views 0 comments 1 point Started by NavyGolf September 14 Feature Requests
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  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 616 views 12 comments 18 points Most recent by Coach Natalie September 14Feature Requests
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  Carters Credit Card (by Comenity)

  In Review fredct 484 views 5 comments 6 points Most recent by sponomarenko September 14Report Missing Financial Institution or Biller
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  Loan Car payment, tracking principal and interest (loan debt cost), How do you guys do it?

  Answered Dariusz 28 views 2 comments 0 points Most recent by EL1234 September 14Adding and Updating Accounts
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  Manually added credit card payments in bank account disappearing

  nlinesk8s 23 views 1 comment 0 points Most recent by DryHeat September 13Troubleshooting
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 2K views 42 comments 59 points Most recent by neon45 September 13Feature Requests
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  Investments Screen: Please Restore Total Market Value Change

  Alpher 38 views 1 comment 0 points Most recent by Coach Aldair September 12Investments
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  Vanguard brokerage Tbill investment suddenly showing 100x true value in investments

  RobI 91 views 6 comments 0 points Most recent by RobI September 12Troubleshooting
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  Watchlist time ranges should allow for recurring periods

  Active sidewalkboots 23 views 0 comments 1 point Started by sidewalkboots September 12 Feature Requests
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  Transaction Linking True Delete/Clear Needed

  F4P6HR6DM 78 views 3 comments 1 point Most recent by F4P6HR6DM September 12Troubleshooting
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  Date Filter Only Allows Month by Month

  F4P6HR6DM 46 views 2 comments 1 point Most recent by F4P6HR6DM September 12Troubleshooting
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  Merged: Add Categories Import/Export to CSV button

  Closed F4P6HR6DM 14 views 0 comments 1 point Started by F4P6HR6DM September 12 Feature Requests
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  Allow users to mark a month as Reviewed / Closed

  Active steveandvasi 32 views 1 comment 3 points Most recent by Flopbot September 12Feature Requests
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  Quest529.com FDP-103 (edited)

  NumberOne 92 views 4 comments 0 points Most recent by NumberOne September 12Adding and Updating Accounts
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  Simplifi Bank Synchronization Ignores My Existing Transactions & Adds to wrong accounts

  PatQuilting59 79 views 4 comments 0 points Most recent by PatQuilting59 September 12Adding and Updating Accounts
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  Morgan Stanley CashPlus account handling

  jbaker5400 52 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
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  Merged: How add LearningQuest.com account to Simplifi?

  Closed NumberOne 3 views 0 comments 0 points Started by NumberOne September 11 Adding and Updating Accounts
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  Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

  In Review achester99 3.6K views 70 comments 272 points Most recent by vxn September 11Feature Requests
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  Ability to enter a Start Date for Watchlists (edited)

  Completed EL1234 153 views 5 comments 6 points Most recent by Coach Natalie September 11Feature Requests
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  Target Circle Card: Category continuously resets to "Shopping" & half of transactions missing

  msl2424 72 views 4 comments 0 points Most recent by Coach Natalie September 11Adding and Updating Accounts